BEQUESTS

When you name Bozeman Deaconess Foundation in your will, trust, or other estate plans, your gift will provide valuable assistance in the future. By notifying the foundation of your plans, we can help insure that your gift will be put to use according to your wishes.

Suggested Bequest Language:

General Bequest Language

“I give ______%/$______ of/from of my estate to Bozeman Deaconess Foundation (EIN 84-1407943), a charitable corporation located in Bozeman, Montana, for its general charitable purpose.”

Residuary Bequest Language

“I give the rest of the property I own at my death to Bozeman Deaconess Foundation (EIN 84-1407943), a charitable corporation located in Bozeman, Montana, for its general charitable purpose.”

Contingent Bequest Language

“If ____________ [insert the names(s) of your distributee(s)] predecease(s) me or disclaim(s) any interest in ____________ [describe the asset or portion of your estate], I give such property to Bozeman Deaconess Foundation (EIN 84-1407943), a charitable corporation located in Bozeman, Montana, for its general charitable purpose.”

Restricted Bequest Language - Endowment

“I give ______%/$______ of/from my estate to Bozeman Deaconess Foundation (EIN 84-1407943), a charitable corporation located in Bozeman, Montana. This gift shall be held in a permanent endowment fund to be known as the __________ [name of fund], income only from which may be used to support ______ [insert tax-exempt purpose for which the gift is to be made]. If, in the future, it becomes impractical or impossible to use the income from this fund as set forth above, the Board of Directors of Bozeman Deaconess Foundation may allocate the principal and/or income as they judge best, provided that it is consistent with the general intent of the gift.”

Restricted Bequest Language - Spendable

“I give ______%/$______ of/from my estate to Bozeman Deaconess Foundation (EIN 84-1407943), a charitable corporation located in Bozeman, Montana. This gift shall be used to support ______ [insert tax-exempt purpose for which the gift is to be made]. If, in the future, it is impractical or impossible to use the gift as set forth above, the Board of Directors of Bozeman Deaconess Foundation, may allocate the assets as they judge best, provided that it is consistent with the general intent of the gift.”